Managing Associations In AppFolio (webinar slides)
Transcript of Managing Associations In AppFolio (webinar slides)
2016 © AppFolio, Inc. Confidential.
2016 © AppFolio, Inc. Confidential.
Managing Associations In AppFolioSeptember 2016
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Audio Check Select Telephone or Mic & Speakers • Telephone – Dial phone
number, access code, and audio pin
• Mic & Speakers – Make sure speakers are on and volume is up
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Hello!Jake SchlingmanTraining Manager
Ian SilvaKey Account Implementation Manager
Q&A Panelists: Amber & Grayson
Today’s Presenters:
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Time: Approximately 45 minutes
Webinar is being recorded
Follow-up Email: Link to recording and slides within 48 hours
Details
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AgendaSpeaking the Same Language
Accounting and Reporting
Association Specific Features
Product Demonstration
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Speaking the Same
Language
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“I know all those words, but that sentence makes no sense to me.” - Matt Groenig
Multiple nomenclature changes to avoid confusion both internally and externally!Examples:
o Properties → “Associations”o Tenants → “Homeowners”o Rent → “Dues”o Tenant Ledger → “Account Ledger”
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2016 © AppFolio, Inc. Confidential.
Accounting &
Reporting
HOA Management
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• Dues Income Key GL Account
• Association Specific Reports:• Dues Roll• Homeowner Delinquency• Homeowner Directory
Accounting & Reporting
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Accounting & Reporting● Non-Monthly Recurring Charges - Enable in ‘Accounting
Settings’
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Association Features
Making your life easierand saving you time!
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Board of Directors• Designate which Homeowners are on the Board• Record role within the Board • Share documents with Board members only• Email board members only
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Homeowner Communication• Bulk Email• Bulk Texting• Association Letters
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Online Portal for Homeowners• One portal for all of
homeowners’ units or properties
• Pay assoc. fees online
• View Account Ledger
• View and download shared documents
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Coming Soon...• Send financial reports to Board Members through
Online Portals• Designate property as Rented vs. Homeowner
Occupied
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Demo
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Thanks!Questions?
Please submit a support request through the Help Center!